Compared to Estimates, Novartis (NVS) Q3 Earnings: A Look at Key Metrics

For the quarter ended September 2025, Novartis (NVS) reported revenue of $13.91 billion, up 8.5% over the same period last year. EPS came in at $2.25, compared to $2.06 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $13.9 billion, representing a surprise of +0.06%. The company delivered an EPS surprise of -0.44%, with the consensus EPS estimate being $2.26.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.Here is how Novartis performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:Revenues- Oncology- Tasigna- US: $79 million versus the three-analyst average estimate of $119.43 million. The reported number represents a year-over-year change of -65%.Net sales- Scemblix- Rest of world: $125 million compared to the $119.86 million average estimate based on three analysts.Revenues- Oncology- Promacta/Revolade- US: $88 million versus the three-analyst average estimate of $180.08 million. The reported number represents a year-over-year change of -71.2%.Revenues- Immunology- Cosentyx- US: $1.01 billion versus $990.42 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +1.2% change.Revenues- Oncology- Tafinlar + Mekinist- Total: $550 million versus the three-analyst average estimate of $555.75 million. The reported number represents a year-over-year change of +3%.Revenues- Net sales to third parties: $13.91 billion versus $14.07 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +8.5% change.Revenues- Oncology- Kisqali- Total: $1.33 billion versus the three-analyst average estimate of $1.29 billion. The reported number represents a year-over-year change of +68.9%.Revenues- Immunology- Cosentyx- Total: $1.7 billion compared to the $1.73 billion average estimate based on three analysts. The reported number represents a change of +0.3% year over year.Revenues- Cardiovascular- Entresto- Total: $1.88 billion compared to the $2.07 billion average estimate based on three analysts. The reported number represents a change of +0.6% year over year.Revenues- Established Brands- Galvus Group- Total: $126 million versus the three-analyst average estimate of $133.86 million. The reported number represents a year-over-year change of -20.8%.Revenues- Established Brands- Exforge Group- Total: $176 million versus $177.41 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +1.2% change.Revenues- Established brands- Kymriah- Total: $97 million versus the three-analyst average estimate of $94.37 million. The reported number represents a year-over-year change of -4.9%.View all Key Company Metrics for Novartis here>>>Shares of Novartis have returned +4.1% over the past month versus the Zacks S&P 500 composite's +3.6% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.Quantum Computing Stocks Set To SoarArtificial intelligence has already reshaped the investment landscape, and its convergence with quantum computing could lead to the most significant wealth-building opportunities of our time.Today, you have a chance to position your portfolio at the forefront of this technological revolution. In our urgent special report, Beyond AI: The Quantum Leap in Computing Power, you'll discover the little-known stocks we believe will win the quantum computing race and deliver massive gains to early investors.Access the Report Free Now >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Novartis AG (NVS): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks